*Recognize the tax and non-tax issues of various circumstances that a client classifies as bad situations pertaining to Death of a Taxpayer *Recognize the 10% AGI threshold for medical expenses on a tax return mean for the taxpayer *Identify planning for the reduction of death taxes and making sure

Prerequisite:

None

This course helps the practitioner understand planning considerations and potential problems when certain "bad situations" happen to his/her client. The focus of this course is on tax and non-tax issues involving the death of a client, terminal illness, foreclosure, debt relief, damages and medical expenses.

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].

Speakers

Advanced Preparation

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.